← All themes

Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1701
GDS Wealth Management
GDS Wealth Management
Texas
$75.6M +$5.06M 7 6.89% Increased
1702
Capital Investment Counsel Inc
Capital Investment Counsel Inc
North Carolina
$75.6M -$8.18M 9 11.38% Reduced
1703
Telos Capital Management
Telos Capital Management
California
$75.4M -$608K 6 8.05% Reduced
1704
Cozad Asset Management
Cozad Asset Management
Illinois
$75.4M +$123K 7 7.03% Increased
1705
Glynn Capital Management
Glynn Capital Management
California
$75.3M -$4.64M 7 17.76% Reduced
1706
Varenne Capital Partners
Varenne Capital Partners
France
$75.3M -$29.9M 2 22.23% Reduced
1707
Cadinha & Co
Cadinha & Co
Hawaii
$75.3M +$23.7M 4 12.49% Increased
1708
Valiant Capital Management
Valiant Capital Management
California
$75.2M -$4.52M 2 4.77% Reduced
1709
Fulcrum Capital
Fulcrum Capital
Washington
$75.2M +$359K 4 15.74% Increased
1710
Bellecapital
Bellecapital
Switzerland
$75.1M +$5.5M 6 13.27% Increased
1711
Essential Planning
Essential Planning
New Hampshire
$75.1M +$72.2M 8 0.49% Increased
1712
Solidarity Wealth
Solidarity Wealth
Utah
$75.1M +$792K 4 19.57% Increased
1713
Concourse Financial Group Securities
Concourse Financial Group Securities
Alabama
$75.1M +$208K 19 4.25% Increased
1714
Adero Partners
Adero Partners
California
$75.1M -$1.34M 10 4.84% Reduced
1715
Zions Bancorporation
Zions Bancorporation
Utah
$75.1M +$9.41M 16 4.74% Increased
1716
Broadleaf Partners
Broadleaf Partners
Ohio
$75M +$12.8M 5 17.52% Increased
1717
Capco Asset Management
Capco Asset Management
Florida
$74.8M -$1.16M 2 16.82% Reduced
1718
Nemes Rush Group
Nemes Rush Group
Michigan
$74.7M +$4.62M 14 9.23% Increased
1719
BBR Partners
BBR Partners
New York
$74.5M +$6.28M 7 5.2% Increased
1720
Melqart Asset Management
Melqart Asset Management
United Kingdom
$74.5M +$22.7M 6 9% Increased
1721
PWMAG
Pinnacle Wealth Management Advisory Group
New Jersey
$74.5M -$562K 7 6.96% Reduced
1722
Resources Management Corp
Resources Management Corp
Connecticut
$74.3M -$721K 8 10.15% Reduced
1723
Edge Capital Group
Edge Capital Group
Georgia
$74.3M -$3.09M 6 3.31% Reduced
1724
Wedgewood Partners
Wedgewood Partners
Missouri
$74.3M -$2.97M 2 14.62% Reduced
1725
D.L. Carlson Investment Group
D.L. Carlson Investment Group
New Hampshire
$74M +$2.73M 7 13.2% Increased